Blue Convictions - SPECIAL COVID-19 ep#3 - A game of cycles

Wednesday 25 March 2020

Podcast, Research / Market

The world is now entirely racing for time against the Covid-19.Three cycles are under watch: the pandemic cycle, the financial cycle and the real economy cycle. This period constitutes a shift for investors where the virus exhorts returns back to their long and sustainable trends. The Fed adressed liquidity issues while the ECB will probably deepen its QE measures. Governments keep up with fiscal announcements. Quality, low volatility, duration and liquidity buffles are keys in portfolios.Will coronabonds emerge in the financial space? This third episode of Blue Convictions special series about Covid-19 gathers together Jean-Jacques Barberis, Head of Institutional and Corporate clients coverage, Monica Defend, Global Head of Research, and Pascal Blanqué, Global Chief Investment Officer to provide Amundi's last economic analysis and market views.

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